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LPL Financial Holdings Inc.

LPLA
Exchange
Nasdaq
Industry
Security & Commodity Brokers, Dealers, Exchanges & Services
SEC CIK
0001397911

In the last 90 days, LPL Financial Holdings Inc. insiders filed 0 open-market purchases and 4 sales; 768 institutions reported holding it in 13F filings for Q2 2026, worth $23.3B in total; superinvestors Lone Pine Capital and Markel Group hold it.

13F holders, Q1 2021

Institutional positions in LPL Financial Holdings Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
398
No complete 13F data for Q4 2020
Shares held
77.5M
No complete 13F data for Q4 2020
Total value
$11.0B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting LPLA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 398 institutions
Q1 2021: 398 institutionsQ2 2021: 419 institutionsQ3 2021: 423 institutionsQ4 2021: 435 institutionsQ1 2022: 481 institutionsQ2 2022: 534 institutionsQ3 2022: 583 institutionsQ4 2022: 632 institutionsQ1 2023: 615 institutionsQ2 2023: 590 institutionsQ3 2023: 601 institutionsQ4 2023: 621 institutionsQ1 2024: 650 institutionsQ2 2024: 677 institutionsQ3 2024: 646 institutionsQ4 2024: 725 institutionsQ1 2025: 788 institutionsQ2 2025: 802 institutionsQ3 2025: 759 institutionsQ4 2025: 826 institutionsQ1 2026: 769 institutionsQ2 2026: 768 institutions
Value heldQ1 2021: $11.0B
Q1 2021: $11.0BQ2 2021: $10.3BQ3 2021: $12.1BQ4 2021: $12.3BQ1 2022: $14.3BQ2 2022: $15.1BQ3 2022: $17.2BQ4 2022: $16.5BQ1 2023: $15.1BQ2 2023: $15.6BQ3 2023: $17.1BQ4 2023: $16.2BQ1 2024: $19.2BQ2 2024: $20.1BQ3 2024: $16.8BQ4 2024: $23.3BQ1 2025: $25.5BQ2 2025: $29.8BQ3 2025: $26.1BQ4 2025: $29.0BQ1 2026: $24.8BQ2 2026: $23.3B
Institutions holding LPLA and their total value by quarter
QuarterHoldersValue
Q2 2026768$23.3B
Q1 2026769$24.8B
Q4 2025826$29.0B
Q3 2025759$26.1B
Q2 2025802$29.8B
Q1 2025788$25.5B
Q4 2024725$23.3B
Q3 2024646$16.8B
Q2 2024677$20.1B
Q1 2024650$19.2B
Q4 2023621$16.2B
Q3 2023601$17.1B
Q2 2023590$15.6B
Q1 2023615$15.1B
Q4 2022632$16.5B
Q3 2022583$17.2B
Q2 2022534$15.1B
Q1 2022481$14.3B
Q4 2021435$12.3B
Q3 2021423$12.1B
Q2 2021419$10.3B
Q1 2021398$11.0B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding LPLA in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
James Investment Research Inc73,296$10.4M0.95%––
Nordea Investment Management AB80,201$11.4M0.02%––
Rhumbline Advisers81,104$11.5M0.02%––
Legal & General Group Plc83,492$11.9M0.00%––
Agf Investments Inc.85,000$12.1M0.10%––
Russell Investments Group, Ltd.86,549$12.3M0.02%––
Stifel Financial Corp87,803$12.5M0.02%––
Natixis Advisors, L.P.88,062$12.5M0.07%––
SEI Investments Co91,866$12.6M0.03%––
Captrust Financial Advisors93,375$13.3M0.14%––
Royal Bank of Canada94,003$13.4M0.00%––
Trillium Asset Management, LLC94,795$13.5M0.43%––
Castleark Management LLC97,800$13.9M0.50%––
State Board of Administration of Florida Retirement System98,385$14.0M0.03%––
BlueMar Capital Management, LLC100,021$14.2M3.07%––
Credit Suisse AG101,573$14.4M0.01%––
Man Group plc105,452$15.0M0.07%––
Envestnet Asset Management Inc109,532$15.6M0.01%––
Morgan Stanley119,321$17.0M0.00%––
Hennessy Advisors Inc120,100$17.1M0.99%––
Calamos Advisors LLC125,559$17.8M0.11%––
Pinebridge Investments, L.P.129,920$18.5M0.24%––
Voloridge Investment Management, LLC130,434$18.5M0.14%––
AXA S.A.136,800$19.4M0.06%––
California State Teachers Retirement System137,238$19.5M0.03%––
Cookson Peirce & Co Inc139,759$19.9M1.30%––
Parametric Portfolio Associates LLC142,104$20.2M0.01%––
Principal Financial Group Inc147,544$21.0M0.01%––
First Trust Advisors LP155,909$22.2M0.03%––
New York State Common Retirement Fund166,936$23.7M0.03%––
Boston Partners167,129$23.8M0.03%––
Employees Retirement System of Texas172,988$24.6M0.32%––
Jacobs Levy Equity Management, Inc174,966$24.9M0.19%––
Swiss National Bank181,100$25.7M0.02%––
California Public Employees Retirement System181,711$25.8M0.02%––
Thornburg Investment Management Inc191,554$27.2M0.32%––
Fort Washington Investment Advisors Inc194,113$27.6M0.27%––
Primecap Management Co204,000$29.0M0.02%––
Eaton Vance Management217,135$30.9M0.05%––
Bank of Nova Scotia217,393$30.9M0.06%––
Allianz Asset Management GmbH221,460$31.5M0.03%––
Price T Rowe Associates Inc224,170$31.9M0.00%––
Soros Fund Management LLCSuperinvestorSoros Fund Management239,538$34.1M0.69%––
SPX Equities Gestao de Recursos Ltda251,181$35.7M6.66%––
Goldman Sachs Group Inc262,742$37.4M0.01%––
Reinhart Partners, Inc.275,537$39.2M2.04%––
Panagora Asset Management Inc279,477$39.7M0.22%––
CIBC Asset Management Inc319,223$45.4M0.19%––
CIBC Private Wealth Group, LLC329,836$46.9M0.12%––
William Blair Investment Management, LLC345,072$49.1M0.16%––
Marshall Wace Asia Ltd350,449$49.8M1.11%––
Federated Hermes, Inc.353,556$50.3M0.10%––
Azora Capital LP360,459$51.2M6.65%––
TD Asset Management Inc371,388$52.8M0.06%––
JPMorgan Chase & Co372,164$52.9M0.01%––
UBS Asset Management Americas Inc378,609$53.8M0.02%––
Epoch Investment Partners, Inc.379,492$53.9M0.25%––
Northern Trust Corp401,559$57.1M0.01%––
Nuveen Asset Management, LLC406,754$57.8M0.02%––
Bank of America Corp452,054$64.3M0.01%––
Raymond James & Associates458,024$65.1M0.07%––
Millennium Management LLC472,201$67.1M0.09%––
Waddell & Reed Financial Inc506,410$72.0M0.15%––
Voya Investment Management LLC608,695$86.5M0.17%––
Charles Schwab Investment Management Inc610,836$86.8M0.03%––
Argent Capital Management LLC625,927$89.0M2.95%––
Iridian Asset Management LLC646,917$92.0M1.61%––
Artemis Investment Management LLP653,156$92.8M0.88%––
Junto Capital Management LP660,833$93.9M3.38%––
Victory Capital Management Inc696,297$99.0M0.10%––
Engle Capital Management, L.P.718,000$102.1M15.50%––
Norges Bank753,905$107.2M0.02%––
American Century Companies Inc760,384$108.1M0.08%––
HG Vora Capital Management, LLC800,000$113.7M6.07%––
Westfield Capital Management Co LP847,913$120.5M0.75%––
Maverick Capital LtdSuperinvestorMaverick Capital852,007$121.1M1.14%––
First Pacific Advisors, LP862,918$122.7M1.67%––
Vaughan Nelson Investment Management, L.P.872,630$124.1M1.33%––
Dimensional Fund Advisors LP944,481$134.3M0.04%––
Bank of New York Mellon Corp970,151$137.9M0.03%––
ArrowMark Colorado Holdings LLC1,008,559$143.4M1.07%––
State Street Corp1,029,275$146.3M0.01%––
Alliancebernstein L.P.1,242,337$176.6M0.08%––
Frontier Capital Management Co LLC1,302,020$185.1M1.40%––
Geode Capital Management, LLC1,325,063$188.4M0.03%––
Fairview Capital Investment Management, LLC1,404,481$199.7M7.18%––
Southpoint Capital Advisors LP1,775,000$252.3M4.05%––
Kayne Anderson Rudnick Investment Management LLC1,920,121$273.0M0.73%––
Eagle Asset Management Inc1,916,219$274.8M1.22%––
FMR LLC1,964,279$279.2M0.02%––
Clarkston Capital Partners, LLC2,301,881$327.2M5.96%––
Samlyn Capital, LLC2,488,154$353.7M5.25%––
Wells Fargo & Company2,592,667$368.6M0.09%––
Invesco Ltd.2,691,365$382.6M0.10%––
BlackRock Inc.3,605,379$512.5M0.02%––
Wellington Management Group LLP3,850,782$547.4M0.10%––
Vanguard Group Inc7,707,479$1.10B0.03%––
Janus Henderson Group PLC8,060,157$1.15B0.52%––